Celsius (NasdaqCM:CELH) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsJarrod Langhans - CFOJohn Fieldly - Chairman and CEOKevin Grundy - Managing DirectorPaul Wiseman - SVP of Communications and Investor RelationsConference Call ParticipantsAndrea Teixeira - Managing Director and Senior Equity Research AnalystBonnie Herzog - Managing Director and Senior Consumer AnalystFilippo Falorni - Director and Equity Research AnalystGerald Pascarelli - Managing Director and Senior Equity Rese ...

-投资动态- 丹麦食品公司REDUCED完成3245万元融资 近日，丹麦食品科技公司REDUCED完成400万欧元（折合人民币约3245万元）融资，使本轮融资总额达到1200万欧元（折合人民币约9738万元），用于 推进其发酵咸味配料平台的工业化落地。本轮融资由Delphinus Venture Capital共同领投，NovoHoldings、ECBF及EIFO投。 REDUCED通过固态发酵与可控反应工艺，将食品工业副产物流转化为天然咸味配料，生成umami、kokumi及Maillard反应风味，定位为传统水解植物蛋白 和酵母提取物的替代方案。（新蛋白网） 小编评： 对于REDUCED而言，此次融资资金可以用于扩大产能、强化质量与供应链体系、丰富产品组合，加速其从技术开发向工业供应转型。 OZiva业绩表现强劲，预计到2025年，其规模将达到约48亿卢比（折合人民币约3.6亿元），过去两年的复合年增长率高达130%。（联合利华） 小编评： 早在2022年12月，联合利华就已收购了OZiva 51%的股权，此次全资控股，意味着前者将加入更大扶持力度，推动OZiva业绩快速提升。 LVMH考虑出售旗下彩妆品 ...

Investment Dynamics - Amazon announced a $12 billion investment to build its first data center campus in Louisiana, in collaboration with Stack Infrastructure, which includes a $400 million investment in local water infrastructure upgrades. The project is expected to create 540 direct full-time jobs and 1,710 related jobs [3] - eBay plans to acquire Etsy's second-hand fashion social platform Depop for approximately $1.2 billion in cash, with the deal expected to close in Q2 2026, pending regulatory approval. This acquisition aims to enhance eBay's C2C offerings and allow Etsy to focus on its core handmade market [6] - Lululemon will open its 100th store in the EMEA region in Warsaw, Poland, on March 13, marking its official entry into the Polish market. The brand plans to enter six new markets in 2026, the highest number in a single year in its history [9] - PepsiCo's Alvalle brand launched a new line of ready-to-eat vegetable soups made from 100% Spanish natural ingredients, with plans to expand into Portugal and other Western European markets [12][13] - Moncler Group reported a 1% year-over-year revenue increase to €3.13 billion for 2025, with a strong fourth quarter growth of 7%. The brand's performance reflects a clear strategy and resilience in a volatile environment [16] - Brunello Cucinelli's revenue grew by 11.5% in 2025, with a net profit of €142 million, slightly above expectations. The brand's success is attributed to the ongoing trend of "quiet luxury" and strong performance in Asia [19] - OTB Group's net sales decreased by 5.9% to €1.6 billion in 2025, with a notable performance from Maison Margiela, which saw an 8.4% sales increase. The group demonstrated resilience despite global uncertainties [22] Personnel Dynamics - Valentino appointed Liran Peterzil as the new Chief Marketing Officer, effective March 2, to oversee global brand strategy and marketing efforts [24] - Saint Laurent appointed Johnny Coca as the creative director for accessories, aiming to enhance the brand's accessory offerings and overall profitability [27] - J.Crew's menswear creative director Brendon Babenzien is leaving to focus on his own brand, Noah, which may create a strategic gap in J.Crew's menswear direction [30]

Group 1: PepsiCo - PepsiCo is a Dividend King with over five decades of dividend increases and a current dividend yield of 3.3%, which is three times larger than the S&P 500's yield of 1.1% [3][6] - The company has a strong market position in consumer staples, particularly in beverages, salty snacks, and packaged food products, and excels in innovation, distribution, and marketing [4] - Despite facing challenges due to changing consumer tastes and cost-conscious buyers, PepsiCo's long history suggests that management may continue to deliver on dividend growth [5] Group 2: Realty Income - Realty Income is the largest net lease REIT with over 15,500 properties, primarily generating rents from single-tenant retail assets, linking its performance to consumer spending [8] - The REIT offers a high dividend yield of 4.8%, supported by three decades of annual dividend increases, with an average growth rate of around 4% that slightly outpaces inflation [10] - Realty Income is expected to maintain steady growth in its business and dividends, even as it explores new business lines to enhance its growth profile [11] Group 3: Investment Considerations - Both PepsiCo and Realty Income present solid options for dividend investors, with PepsiCo offering growth potential and Realty Income providing a higher yield, suggesting that a combination of both could optimize income and growth [12]

Key Takeaways PepsiCo blends beverages and snacks, strengthening retailer leverage and revenue mix.Coca-Cola relies on its asset-light, concentrate model and global brand scale for growth.PEP trades at 19.61X forward P/E compared with KO at 24.74X amid similar 2026 revenue growth.The rivalry between PepsiCo Inc. (PEP) and The Coca-Cola Company (KO) stands among the most enduring, globally influential and strategically complex battles in corporate history. Both companies command immense global reach, powerfu ...

This story was originally published on Food Dive. To receive daily news and insights, subscribe to our free daily Food Dive newsletter. PepsiCo plans to shutter a Frito-Lay distribution plant in California, the latest closure for the snacking giant as it aims to bring production in line with lagging demand. The facility in Rancho Cucamonga is scheduled to cease operations on June 6, PepsiCo said in a WARN notice filed with the state of California. The move will result in 248 layoffs.  PepsiCo ended manufa ...

PepsiCo isn't just a Dividend King. It's one of the most reliable income machines in the entire stock market. The beverage behemoth announced a 4% dividend increase alongside its fourth-quarter 2025 earnings, marking the 54th consecutive year it has raised its payout. That's not a typo: Pepsi (PEP) has a record of 54 straight years of dividend hikes — through recessions, pandemics, and everything in between. For income investors, that kind of consistency is hard to put a price on. Pepsi continues to rai ...

Purchase, New York-based PepsiCo, Inc. (PEP) engages in the manufacture, marketing, distribution, and sale of various beverages and convenient foods worldwide. The company has a market capitalization of $230 billion and operates through PepsiCo Foods North America, PepsiCo Beverages North America, International Beverages Franchise, Europe, the Middle East and Africa, Latin America Foods, and Asia Pacific Foods segments. Companies with a market cap of $200 billion or more are typically referred to as "meg ...

Laguarta said consumer trends including health and wellness, functionality, growing cultural diversity, omnichannel shopping, and increasing consumption outside the home are shaping PepsiCo’s strategy. He said PepsiCo began restaging large brands with Pepsi two years ago—updating packaging and emphasizing non-sugar offerings—and called the effort “extremely successful.”Laguarta said PepsiCo finished last year with about $94 billion in revenue and $15 billion in operating profit, supported by more than 30 br ...

PepsiCo is permanently shutting its Frito-Lay snacks facility in southern California, reportedly putting more than 200 jobs on the line. The plant in Rancho Cucamonga ended production last year but distribution and warehousing activities continued. In an update sent to Just Food, PepsiCo Foods US said: “We will be shifting these operations to a new distribution center in the local community to better serve our customers and consumers. “We are committed to treating impacted employees with the utmost car ...